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Duke Energy

2,286 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,018 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $62.7B → $65.8B (+$3.12B)

0.01% less ownership

Funds ownership: 68.36%68.35% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$745M
Puts
$435M
Net Calls
Net Calls Change

Top Sellers

1 -$112M
2 -$84.1M
3 -$83.5M
4
Cohen & Steers
Cohen & Steers
New York
-$80.7M
5
UBS AM
UBS AM
Illinois
-$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UWP
1601
Uniting Wealth Partners
Kansas
$355K
1WM
1602
1900 Wealth Management
Texas
$355K
AWM
1603
Adams Wealth Management
Utah
$355K
CI
1604
CacheTech Inc
Utah
$355K
PG
1605
Prostatis Group
Maryland
$354K
SAM
1606
Smith Asset Management
Florida
$354K
KC
1607
Knuff & Co
California
$354K
MAV
1608
Mason & Associates (Virginia)
Virginia
$353K
HF
1609
Holcombe Financial
Georgia
$353K
ISFAN
1610
Investor's Fiduciary Advisor Network
Washington
$353K
ABWM
1611
Alpine Bank Wealth Management
Colorado
$353K
AWA
1612
AmeriServ Wealth Advisors
Pennsylvania
$353K
TWP
1613
Triad Wealth Partners
Kansas
$352K
BHPW
1614
Beverly Hills Private Wealth
California
$352K
IA
1615
IFC Advisors
California
$351K
WCP
1616
Wealthcare Capital Partners
Pennsylvania
$350K
SWM
1617
Salvus Wealth Management
New Jersey
$350K
LBC
1618
Leigh Baldwin & Co
New York
$350K
NAMNJ
1619
NorthStar Asset Management (New Jersey)
New Jersey
$349K
WEG
1620
World Equity Group
Illinois
$349K
LT
1621
Legacy Trust
Michigan
$349K
TAM
1622
Titleist Asset Management
Texas
$348K
UAG
1623
United Advisor Group
Ohio
$347K
PIP
1624
Peachtree Investment Partners
Florida
$346K
BW
1625
BIP Wealth
Georgia
$346K